Vontobel Holding

Vontobel Holding Portfolio holdings

AUM $31.9B
1-Year Est. Return 23.58%
This Quarter Est. Return
1 Year Est. Return
+23.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.5B
AUM Growth
-$493M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$86.8M
3
+$66.8M
4
CMCSA icon
Comcast
CMCSA
+$47.3M
5
V icon
Visa
V
+$38.7M

Top Sells

1
+$127M
2
+$75M
3
+$61.4M
4
LOW icon
Lowe's Companies
LOW
+$47.9M
5
AMZN icon
Amazon
AMZN
+$27.3M

Sector Composition

1 Technology 33.91%
2 Financials 20.12%
3 Consumer Discretionary 16.14%
4 Communication Services 7.36%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$500K ﹤0.01%
+19,920
677
$499K ﹤0.01%
6,694
+1,246
678
$498K ﹤0.01%
4,550
+900
679
$492K ﹤0.01%
4,546
-328
680
$490K ﹤0.01%
+15,082
681
$490K ﹤0.01%
37,101
+795
682
$488K ﹤0.01%
5,543
+775
683
$486K ﹤0.01%
3,683
-3,969
684
$485K ﹤0.01%
4,236
-1,619
685
$483K ﹤0.01%
6,705
+3,009
686
$480K ﹤0.01%
2,876
-1,159
687
$477K ﹤0.01%
7,000
+3,500
688
$476K ﹤0.01%
9,965
-749
689
$474K ﹤0.01%
20,000
690
$473K ﹤0.01%
3,156
+1,370
691
$470K ﹤0.01%
80,000
692
$468K ﹤0.01%
3,118
+31
693
$464K ﹤0.01%
+19,102
694
$461K ﹤0.01%
+19,307
695
$460K ﹤0.01%
3,345
-3,055
696
$451K ﹤0.01%
9,216
697
$450K ﹤0.01%
14,397
-201
698
$447K ﹤0.01%
5,676
-16,575
699
$444K ﹤0.01%
26,690
+6,114
700
$442K ﹤0.01%
5,907
-1,940
26 27
28
29 30